HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
-$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,193
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.91M
3
+$5.42M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.06M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.42M

Top Sells

1
+$9M
2
+$8.41M
3
+$3.72M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$3.24M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.04M

Sector Composition

1 Technology 5.82%
2 Consumer Discretionary 3.51%
3 Consumer Staples 3.48%
4 Financials 3.38%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$84K ﹤0.01%
+1,335
1477
$84K ﹤0.01%
+181
1478
$84K ﹤0.01%
2,368
+210
1479
$84K ﹤0.01%
3,949
1480
$84K ﹤0.01%
3,685
1481
$84K ﹤0.01%
5,139
1482
$84K ﹤0.01%
1,211
+735
1483
$84K ﹤0.01%
3,959
+2,769
1484
$84K ﹤0.01%
357
+1
1485
$84K ﹤0.01%
771
+11
1486
$83K ﹤0.01%
2,746
-401
1487
$83K ﹤0.01%
811
+2
1488
$83K ﹤0.01%
2,963
+303
1489
$83K ﹤0.01%
556
+93
1490
$82K ﹤0.01%
2,031
+74
1491
$82K ﹤0.01%
939
+40
1492
$82K ﹤0.01%
2,950
1493
$82K ﹤0.01%
2,503
-40
1494
$82K ﹤0.01%
1,882
1495
$81K ﹤0.01%
+3,965
1496
$81K ﹤0.01%
958
1497
$81K ﹤0.01%
4,020
+744
1498
$81K ﹤0.01%
3,286
1499
$81K ﹤0.01%
1,342
+404
1500
$81K ﹤0.01%
1,403
-117
58 59
60
61 62